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Portfolio (Quarterly) Guide ↗

Geneos Wealth Management Inc.

· CIK 0001764754
13F Portfolio $4.3B AUM 2,465 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New 652 Added 609 Reduced 110 Exited
Page 28 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 RKT ROCKET COS INC Financial Services 3,470.0 $49K 0.00% +300.0 +9.5% $14.25 -4.3%
542 LVS LAS VEGAS SANDS CORP Consumer Cyclical 886.0 $48K 0.00% +375.0 +73.4% $53.88 -8.2%
543 UPST UPSTART HLDGS INC Financial Services 1,842.0 $47K 0.00% +1K +274.4% $25.65 +12.4%
544 CFG CITIZENS FINL GROUP INC Financial Services 775.0 $46K 0.00% +502.0 +183.9% $59.97 +4.7%
545 KTOS KRATOS DEFENSE SEC SOLUTIO Industrials 650.0 $46K 0.00% +500.0 +333.3% $70.51 -22.5%
546 EPR EPR PPTYS Real Estate 916.0 $46K 0.00% +9.0 +1.0% $49.95 +17.5%
547 PII POLARIS INC Consumer Cyclical 817.0 $45K 0.00% +8.0 +1.0% $54.49 +15.7%
548 JOBY JOBY AVIATION INC Industrials 5,385.0 $44K 0.00% +3K +95.5% $8.26 +25.9%
549 BITB BITWISE BITCOIN ETF TR Financial Services 1,202.0 $44K 0.00% +421.0 +53.9% $36.81 +14.5%
550 IMMUNITYBIO INC 5,754.0 $44K 0.00% +5K +579.3% $7.67
551 BIZD VANECK ETF TRUST 3,254.0 $42K 0.00% +132.0 +4.2% $12.80 -2.2%
552 KGC KINROSS GOLD CORP Basic Materials 1,355.0 $41K 0.00% +605.0 +80.7% $30.52 -6.1%
553 LEA LEAR CORP Consumer Cyclical 341.0 $41K 0.00% +2.0 +0.6% $121.21 +14.2%
554 QEMM SPDR INDEX SHS FDS 591.0 $41K 0.00% +18.0 +3.1% $69.31 +14.0%
555 EBND SPDR SER TR 1,973.0 $41K 0.00% +2K +1661.6% $20.64 +0.7%
556 TMAT NORTHERN LTS FD TR IV 1,647.0 $38K 0.00% +956.0 +138.3% $23.19 +21.7%
557 NVTS NAVITAS SEMICONDUCTOR CORP Technology 4,125.0 $36K 0.00% +4K +3200.0% $8.77 +178.0%
558 USSG DBX ETF TR 586.0 $35K 0.00% +3.0 +0.5% $59.68 +15.4%
559 SNPS SYNOPSYS INC Technology 83.0 $33K 0.00% +50.0 +151.5% $396.48 +25.8%
560 CRUS CIRRUS LOGIC INC Technology 220.0 $32K 0.00% +120.0 +120.0% $144.62 +15.2%
Page 28 of 33  ·  652 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.9%
Technology 19.2%
Industrials 11.7%
Healthcare 9.2%
Energy 9.2%
Communication Services 5.9%
Consumer Cyclical 5.9%
Consumer Defensive 4.7%
Utilities 3.5%
Real Estate 3.1%